Adam Topalian is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015, including a role at Stifel Capital Management since 2023. Outside of his advisory work, he is co-owner of Avsot Inc., a public relations consulting business run by his wife. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that guides asset allocation and financial planning.

James Bernard is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Bernard serves in leadership positions with InfraGard and related organizations, including Treasurer, Vice President, and board member roles supporting collaboration between the FBI and the private sector on critical infrastructure protection. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Dominick Minicucci Jr. is a CFP® professional with 33 years of industry experience, currently serving at Stifel since 2022. He previously worked at UBS for 14 years and has been involved with the U.S. Gymnastics Federation since 1988. He holds leadership roles outside finance, including serving on the board of the Owls Gymnastics Fund and as the US Olympics and Paralympians Association Chapter President for New York, New Jersey, and Connecticut. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment strategy and probabilistic modeling.

Andrew Hutsell is a financial advisor at Stifel with 14 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015. Outside of his advisory role, he is the owner of Hut Brothers LLC, a private investment firm. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decision-making.

Scott Zelnick is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he is involved as a managing member in investment-related ventures, including MZ Capital LLC and JEMS Realty Holdings LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology from its Investment Strategy Group to provide asset allocation and planning analyses intended to assist client decision-making.

Kimberly Klingener is a financial advisor at Stifel with one year of industry experience and holds the Series 66 designation. Prior to joining Stifel, she worked at Estée Lauder and Zoetis Inc., and has experience in both corporate and educational settings. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Christopher Harrington is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2015. The firm serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nancy Stebner is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience, all with Stifel since 2007. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis developed by its Investment Strategy Group, offering forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning decisions.

Jonathan Sopher is a financial advisor with Stifel in New York, NY, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Adam Oestreich is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory work, he serves on the advisory board of a prosthetic charitable organization and is involved with the American Red Cross Young Professionals/Junior Committee. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Andrew Scheier is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a board member for Larchmont-Mamaroneck Little League, where he helps organize baseball teams and clinics. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Matthew Zarrella is a financial advisor at Stifel with Series 63 and Series 65 licenses and three years of industry experience. He has worked at various Stifel entities since 2019 and previously was involved with HBMJ Consulting LLC. Matthew was also affiliated with Villanova University for five years. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Kodiak Simpson is a financial advisor at Stifel with 7 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Neuberger Berman and other financial firms. Outside of his advisory role, he is involved with Fathletic Sports, Inc., a hybrid sports social media and collectibles business where he directs inventory organization and social media content. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Arthur Gorman Jr. is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following positions at Wells Fargo Clearing and WELLS FARGO Advisors. Gorman serves on the boards of the Marine Corps University Foundation and the Marine Corps Law Enforcement Foundation, which supports educational accounts for children of active-duty USMC members who have lost a parent. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

John Calaman is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of his advisory role, he serves as Treasurer of the Analyst Club, a group of investment professionals who meet monthly to discuss markets and trends. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes proprietary investment analysis and allocation methodologies to support client decision-making while allowing clients discretion over implementation.

Kenneth Ramos is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following two years at Morgan Stanley Private Bank. Outside of his advisory role, Ramos serves as a volunteer board member of the Southfork Natural History Museum and assists with their Gala committee. Stifel serves a wide range of clients including individual, institutional, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group, providing guidance based on forward-looking capital market assumptions and probabilistic modeling.

Arnez Rodriguez is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. Prior to joining Stifel in 2021, he worked at IBISWorld and has experience in municipal services and academia. Outside of finance, he owns a tattoo shop based in the United Kingdom. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses intended to support client decision-making.

Kurt Muller is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co Inc, Noblebridge Wealth Management, Citigroup Global Markets, Merrill, and Advest, Inc. in various roles since 1999. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Dori Schwartz is a financial advisor at Stifel with 13 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Thomas Kanarek is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. Before his financial career, he was employed in the New York Giants Ticketing Department and as a DoorDash driver. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.